Platform Updates: July 2025

Summary Financials Customization

Several Mosaic customers have expressed the desire to display their Summary P&L and Cash Flow outputs to varying levels of granularity in their IC materials. Today we're excited to announce the release of a fully customizable output for the Summary Financials section of Mosaic LBO and DCF models, including:

• Segment Detail. Bring detailed segment level revenue and costs to the forefront.

• FCF Items. Include cash flows and subcomponents.

• Update the Summary Financials layout anytime in app as shown below:

Additional Productivity Boosters

• Add Custom CAGR Columns. Mosaic's OpModel now supports custom CAGR / Bps columns to supplement the auto generated columns. Navigate to the OpModel tab and hit the gear icon in the top right to add as needed:

• CAGR / Margin Through Year X Sensitivity Analysis. Users asked us for the ability to sensitize CAGR or Margin improvement only through to a specific forecast year (e.g., the high growth period of a forecast), with the outer forecast years reverting to whatever is assumed in the underlying model. This feature enables that:

• Hidden Years. For long forecast models, you can now hide OpModel years for exclusion in PDF / PPT exports:

Let us know what you think 📣

Mosaic has been built over the years by the collective intelligence of the private equity industry - specifically, by you, our users - through your thoughtful product feedback.

Your feedback is instrumental in helping us build a product that you'll continue to love far into the future. Please reach out if there is anything we can do to make your Mosaic experience even better.

That's all for now! Shoot us a note at support@mosaic.pe if you can think of anything else you'd like to see in Mosaic!